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Litman Gregory Wealth Management’s ICL Group ICL Stock Holding History

Litman Gregory Wealth Management’s Portfolio ICL Stock Details ICL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,000
Closed -$55.7K – 140
2024
Q3 		$55.7K Buy
+13,000
New +$55.1K ﹤0.01% 139

Other funds holding ICL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Litman Gregory Wealth Management's ICL Position: Q4 2024 in Review

Litman Gregory Wealth Management sold out of ICL Group (ICL) in Q4 2024, closing a stake of 13,000 shares — an estimated $55.7K sold.

Litman Gregory Wealth Management first reported a position in ICL in Q3 2024 and held it in 1 quarter. The position peaked at $55.7K in Q3 2024. 189 funds tracked by Wall St. Rank hold ICL as of Q4 2024.

  • Litman Gregory Wealth Management reported no remaining ICL Group position as of Q4 2024 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 13,000 ICL Group shares in Q4 2024, an estimated $55.7K.
  • Litman Gregory Wealth Management first reported a position in ICL Group in Q3 2024 and held it in 1 quarter.
  • Litman Gregory Wealth Management's ICL Group position peaked at $55.7K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held ICL Group as of Q4 2024.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.